See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,048 | $50,958-52.8% | $74,550-67.7% | $64,186-62.5% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | -8.14% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $16 | $1,115-98.6% | $1,961-99.2% | $2,381-99.3% |
| Participant deferral / active EE | $1,427 | $2,301-38.0% | $3,108-54.1% | $3,470-58.9% |
| Admin fee / account holder | $7,782 | $4,223+84.3% | $5,060+53.8% | $4,888+59.2% |